How to share Collections with Affiliate Orgs

Only Admins have permission to perform this task. 

An affiliate organization is a separate XOi organization that your XOi organization can share Knowledge base content and workflows with.

To learn how to share a Knowledge Base Collection follow the steps below:

1. Navigate to the Knowledge Base tab, and select Collections.

2. Select the affiliate button to the right of the collection you are going to share. 

3. Select + Give access next to each organization you would like to give access to this workflow. 

4. Select Finish Updating when done.  

Note: You can Remove access by clicking - Remove access. 

The collection will now show in the affiliated organization's list of knowledge base collections. Shared collections will be separated into a section with the organization's name that the collection came from. 

Please note they can not control the content in the collection. They will be able to share with groups of their choosing in their organization. 

Additional Information

• The other organization must be listed as an affiliate within your organization settings before being able to share with them. Contact your Customer Success Manager to affiliate an organization with your organization.